Report for Encounters Not Assigned to a Provider

The Reports module provides the ability to search for encounters that have not been assigned to a provider.

Instructions

1. Access Reports > Schedule > Encounters.
2. Complete the search criteria:
   • Location: Select a practice location.
   • Providers: Do not select search criteria.
   • Employee: Do not select search criteria.
   • Encounter Date: Input a date range.
   • Status: Select In Progress.
   • Signed Status: Select Not Signed.
3. Click 'Search.' Note: If a provider is not listed in the results grid, this indicates a provider was not assigned to the encounter. We recommend you discuss this situation with your office manager to ensure a provider is intentionally not assigned to the encounter (e.g., prep encounters, optical encounters).